Get Started
REIT Holdings

Offering liquidity and diversification

Our REIT Strategy

  • FWHRE invests into substantial, diversified REITs to maintain liquidity.
  • REITs contribute substantially to the liquidity of FWHRE in that they are readily traded on first world stock exchanges.
  • The REITs chosen for FWHRE are all market leaders which are committed to dividend payments.
  • The REIT portfolio in FWHRE has geographical diversification, as well as sectoral diversification, with an emphasis towards distribution type property.

The current REIT portfolio
is summarised in the
table below:

Security Gross Dividend Yield Market Cap Index Property Sector Exposure
Big Yellow Group 4.7% £1.9bn FTSE 250 100% Storage
Segro PLC 4.0% £9.6bn FTSE 100 100% Industrial (warehousing / logistics)
LondonMetric Property PLC 6.2% £3.7bn FTSE 100 44% Distribution, 21% Entertainment & Leisure, 16% Convenience, 16% Education & Healthcare, 3% Other
Tritax Big Box REIT PLC 5.7% £3.3bn FTSE 250 92% Logistics, 8% Non-Strategic
Urban Logistics REIT PLC 7.4% £0.5bn FTSE 250 100% Urban Logistics
Figures as at 31 December 2024